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Apple
AAPL

Overview Fund Activity

5,581 hedge funds and large institutions have $2.39T invested in Apple in 2024 Q4 according to their latest regulatory filings, with 729 funds opening new positions, 1,984 increasing their positions, 2,581 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,581
Holders Change
+538
Holders Change %
+10.67%
% of All Funds
74.28%
Holding in Top 10
3,338
Holding in Top 10 Change
+356
Holding in Top 10 Change %
+11.94%
% of All Funds
44.43%
New
729
Increased
1,984
Reduced
2,581
Closed
97
Calls
$66.2B
Puts
$65.4B
Net Calls
+$853M
Net Calls Change
-$7.65B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$12.3B
2
BlackRock
BlackRock
New York
+$7.46B
3
Northern Trust
Northern Trust
Illinois
+$5.03B
4
UBS AM
UBS AM
Illinois
+$3.29B
5
State Street
State Street
Massachusetts
+$2.88B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$18.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.56B
3
Barclays
Barclays
United Kingdom
-$4.68B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.87B
5
HHII
H&H International Investment
California
-$2.98B
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
1626
Advisornet Financial
Minnesota
$27.2M -$2M -7,982 -7%
EFG
1627
Everhart Financial Group
Ohio
$27.2M +$3.48M +13,913 +15%
PWMG
1628
Prestige Wealth Management Group
New Jersey
$27.2M -$170K -680 -0.6%
HMC
1629
Harvard Management Company
Massachusetts
$27.2M +$27.2M +108,700 New
S
1630
SimplyRich
California
$27.2M -$339K -1,352 -1%
SSA
1631
Sierra Summit Advisors
Nevada
$27.2M -$1.3M -5,205 -5%
ALC
1632
Alexander Labrunerie & Co
Missouri
$27.2M -$334K -1,334 -1%
RBC
1633
Romano Brothers & Co
Illinois
$27.1M -$341K -1,363 -1%
PCP
1634
Proficio Capital Partners
Massachusetts
$27.1M +$4.82M +19,239 +22%
PCA
1635
Peddock Capital Advisors
Massachusetts
$27M -$215K -860 -0.8%
NAMA
1636
Nikko Asset Management Americas
New York
$27M -$4.42M -17,633 -14%
WCM
1637
Whitener Capital Management
North Carolina
$27M -$570K -2,277 -2%
AM
1638
Atwater Malick
Pennsylvania
$26.9M -$1.1M -4,376 -4%
TNBTD
1639
Trustmark National Bank Trust Department
Mississippi
$26.8M -$168K -672 -0.6%
SAF
1640
Smith Anglin Financial
Texas
$26.8M -$571K -2,281 -2%
CWM
1641
CMH Wealth Management
New Hampshire
$26.8M +$234K +935 +0.9%
AAP
1642
Arax Advisory Partners
Colorado
$26.8M +$9.31M +37,183 +53%
1WA
1643
180 Wealth Advisors
Washington
$26.8M -$23.5K -94 -0.1%
ERWM
1644
Elk River Wealth Management
Colorado
$26.7M -$109K -435 -0.4%
TNA
1645
True North Advisors
Texas
$26.6M +$1.49M +5,937 +6%
FWI
1646
Facet Wealth Inc
Maryland
$26.6M -$3.23M -14,182 -11%
CPIA
1647
Cornell Pochily Investment Advisors
New York
$26.5M -$481K -1,922 -2%
WAM
1648
Wernau Asset Management
Massachusetts
$26.4M +$26.4M +105,507 New
AWA
1649
Aaron Wealth Advisors
Illinois
$26.4M +$1.88M +7,501 +8%
CYG
1650
Clean Yield Group
Vermont
$26.3M +$169K +676 +0.6%
64 65
66
67 68